Stokes Family Office’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Stokes Family Office’s Portfolio DGRO Stock Details DGRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.04M	Buy	14,829 +475	+3%	+$34.1K	0.11%	128
2025 Q4	$996K	Hold	14,354	–	–	0.09%	133
2025 Q3	$977K	Hold	14,354	–	–	0.09%	130
2025 Q2	$918K	Sell	14,354 -37	-0.3%	-$2.26K	0.1%	123
2025 Q1	$889K	Sell	14,391 -1,190	-8%	-$74.6K	0.1%	125
2024 Q4	$956K	Sell	15,581 -13,216	-46%	-$834K	0.1%	124
2024 Q3	$1.81M	Sell	28,797 -59	-0.2%	-$3.56K	0.2%	88
2024 Q2	$1.66M	Sell	28,856 -3,030	-10%	-$173K	0.19%	92
2024 Q1	$1.85M	Buy	31,886 +610	+2%	+$33.9K	0.23%	88
2023 Q4	$1.68M	Sell	31,276 -2,322	-7%	-$118K	0.23%	88
2023 Q3	$1.66M	Buy	33,598 +2,956	+10%	+$153K	0.2%	95
2023 Q2	$1.58M	Sell	30,642 -216	-0.7%	-$10.9K	0.18%	95
2023 Q1	$1.54M	Sell	30,858 -1,341	-4%	-$67.3K	0.19%	90
2022 Q4	$1.61M	Buy	32,199 +19,625	+156%	+$963K	0.21%	85
2022 Q3	$559K	Sell	12,574 -1,840	-13%	-$90.6K	0.08%	143
2022 Q2	$686K	Buy	14,414 +306	+2%	+$15.4K	0.09%	134
2022 Q1	$754K	Buy	+14,108	New	+$753K	0.1%	125
2021 Q4	–	Sell	-6,767	Closed	-$340K	–	255
2021 Q3	$340K	Buy	6,767 +2,339	+53%	+$121K	0.05%	174
2021 Q2	$223K	Buy	+4,428	New	+$222K	0.03%	202

Other funds holding DGRO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stokes Family Office's DGRO Position: Q1 2026 in Review

Stokes Family Office increased its iShares Core Dividend Growth ETF (DGRO) stake by 3.3% in Q1 2026, buying an estimated $34.1K and bringing the position to 14,829 shares worth $1.04M. The position accounts for 0.11% of the portfolio, ranked #128.

Stokes Family Office first reported a position in DGRO in Q2 2021 and has held it in 19 quarters since. The position peaked at $1.85M in Q1 2024. 1,311 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Stokes Family Office held 14,829 shares of iShares Core Dividend Growth ETF worth $1.04M as of Q1 2026.
Stokes Family Office bought 475 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $34.1K.
iShares Core Dividend Growth ETF made up 0.11% of Stokes Family Office's portfolio in Q1 2026, its #128 holding.
Stokes Family Office first reported a position in iShares Core Dividend Growth ETF in Q2 2021 and has held it in 19 quarters since.
Stokes Family Office's iShares Core Dividend Growth ETF position peaked at $1.85M in Q1 2024.
1,311 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.